DS
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David Shaw’s Smith Douglas Homes SDHC Stock Holding History

David Shaw’s Portfolio SDHC Stock Details SDHC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$2.22M Buy
142,986
+64,560
+82% +$858K ﹤0.01% 3108
2026
Q1 		$1M Buy
78,426
+45,176
+136% +$742K ﹤0.01% 3443
2025
Q4 		$558K Buy
33,250
+3,482
+12% +$63K ﹤0.01% 3874
2025
Q3 		$526K Hold
29,768
– – ﹤0.01% 3845
2025
Q2 		$578K Hold
29,768
– – ﹤0.01% 3572
2025
Q1 		$581K Sell
29,768
-15,956
-35% -$359K ﹤0.01% 3416
2024
Q4 		$1.17M Sell
45,724
-8,278
-15% -$275K ﹤0.01% 3115
2024
Q3 		$2.04M Buy
54,002
+29,031
+116% +$931K ﹤0.01% 2702
2024
Q2 		$584K Sell
24,971
-18,835
-43% -$505K ﹤0.01% 3528
2024
Q1 		$1.3M Buy
+43,806
New +$1.23M ﹤0.01% 2917

Other funds holding SDHC

CM
Conifer Management New York $607M AUM 29.07% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return
BMO
Beck Mack & Oliver New York $5.13B AUM 11.51% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return
GGHC
Gilder Gagnon Howe & Co New York $9.69B AUM 55.7% 1-Year Est. Return

David Shaw's SDHC Position: Q2 2026 in Review

David Shaw increased its Smith Douglas Homes (SDHC) stake by 82% in Q2 2026, buying an estimated $858K and bringing the position to 142,986 shares worth $2.22M. The position accounts for ﹤0.01% of the portfolio, ranked #3108.

David Shaw first reported a position in SDHC in Q1 2024 and has held it in 10 quarters since. 63 funds tracked by Wall St. Rank hold SDHC as of Q2 2026.

  • David Shaw held 142,986 shares of Smith Douglas Homes worth $2.22M as of Q2 2026.
  • David Shaw bought 64,560 Smith Douglas Homes shares in Q2 2026, an estimated $858K.
  • Smith Douglas Homes made up ﹤0.01% of David Shaw's portfolio in Q2 2026, its #3108 holding.
  • David Shaw first reported a position in Smith Douglas Homes in Q1 2024 and has held it in 10 quarters since.
  • 63 funds tracked by Wall St. Rank held Smith Douglas Homes as of Q2 2026.

Based on D.E. Shaw & Co's 13F filing for Q2 2026, filed 14 Aug 2026.